Steward Partners Investment Advisory, LLC - VANGUARD BD INDEX FDS ownership

VANGUARD BD INDEX FDS's ticker is BIV and the CUSIP is 921937819. A total of 638 filers reported holding VANGUARD BD INDEX FDS in Q4 2020. The put-call ratio across all filers is 4.61 and the average weighting 0.9%.

Quarter-by-quarter ownership
Steward Partners Investment Advisory, LLC ownership history of VANGUARD BD INDEX FDS
ValueSharesWeighting
Q3 2023$362,588
+14.2%
5,014
+18.8%
0.01%
+20.0%
Q2 2023$317,383
+5.0%
4,219
+7.1%
0.01%0.0%
Q1 2023$302,364
+18.7%
3,940
+14.9%
0.01%
+25.0%
Q4 2022$254,796
-9.0%
3,428
-10.0%
0.00%
-20.0%
Q3 2022$280,000
-6.4%
3,810
-0.9%
0.01%0.0%
Q2 2022$299,000
-33.4%
3,846
-29.8%
0.01%
-28.6%
Q1 2022$449,000
-86.1%
5,480
-85.2%
0.01%
-85.7%
Q4 2021$3,236,000
+2.4%
36,933
+4.5%
0.05%
-9.3%
Q3 2021$3,160,000
+17.9%
35,335
+18.6%
0.05%
+20.0%
Q2 2021$2,681,000
-100.0%
29,804
-55.2%
0.04%
-13.5%
Q1 2021$5,901,356,000
+228192.3%
66,510
+138.9%
0.05%
-7.1%
Q4 2020$2,585,000
+23.2%
27,841
+24.0%
0.06%
+5.7%
Q3 2020$2,098,000
+12.7%
22,446
+12.3%
0.05%0.0%
Q2 2020$1,862,000
+442.9%
19,980
+420.3%
0.05%
+307.7%
Q1 2020$343,000
-19.9%
3,840
-21.9%
0.01%0.0%
Q4 2019$428,000
-14.1%
4,915
-13.1%
0.01%
-23.5%
Q3 2019$498,000
-50.3%
5,659
-51.2%
0.02%
-54.1%
Q2 2019$1,003,000
+76.9%
11,596
+71.6%
0.04%
+54.2%
Q1 2019$567,000
+5.4%
6,759
+2.0%
0.02%
-7.7%
Q4 2018$538,000
-17.0%
6,628
-17.6%
0.03%
-16.1%
Q3 2018$648,000
-2.8%
8,046
-2.4%
0.03%
-22.5%
Q2 2018$667,000
-56.7%
8,243
-56.3%
0.04%
-62.3%
Q1 2018$1,542,000
+4874.2%
18,867
+4931.2%
0.11%
+5200.0%
Q4 2017$31,0000.0%3750.0%0.00%
-33.3%
Q3 2017$31,0000.0%3750.0%0.00%0.0%
Q2 2017$31,000
-18.4%
375
-18.8%
0.00%
-50.0%
Q1 2017$38,000
-19.1%
462
-18.9%
0.01%
-71.4%
Q4 2016$47,0005700.02%
Other shareholders
VANGUARD BD INDEX FDS shareholders Q4 2020
NameSharesValueWeighting ↓
Willow Creek Wealth Management Inc. 531,042$44,969,00043.99%
Diana Davis Spencer Foundation 1,240,000$105,003,00039.73%
PALLADIEM, LLC 199,865$16,925,00013.87%
Diversified Portfolios, Inc. 231,491$19,603,00011.63%
FIRST NATIONAL BANK & TRUST CO OF NEWTOWN 380,435$32,215,00010.20%
Beacon Capital Management, Inc. 472,036$39,972,0004.87%
S. R. Schill & Associates 59,849$5,068,0004.64%
Pinkerton Retirement Specialists, LLC 64,461$5,459,0004.17%
MONROE BANK & TRUST/MI 110,596$9,365,0003.17%
Cranbrook Wealth Management, LLC 54,339$4,601,0002.85%
View complete list of VANGUARD BD INDEX FDS shareholders